CAPEX Mutual Fund

NAV$3167.59

Returns Overview

1 Month
-0.89%
3 Months
+14.28%
6 Months
+7.93%
YTD
+7.75%
1 Year
+17.75%
3 Years (annualized)
+19.95%
5 Years (annualized)
+12.16%
10 Years (annualized)
+15.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAPEX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.75%
Peer Avg (YTD)
+8.97%
vs Peers
-1.22%

CAPEX Mutual Fund Performance

CAPEX performance across multiple time periods: 1-month -0.89%, YTD 7.75%, 1-year 17.75%, 3-year 19.95%, 5-year 12.16%, 10-year 15.19%.

CAPEX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

CAPEX performance comparison shows side-by-side returns with another fund. CAPEX alternatives are available in the Mutual Fund Screener.